Why You Should Consider Working With Us
As in most industries, there are professionals who specialize in working with clientele facing a certain circumstance or seeking a specific outcome.
Our firm has an in-depth understanding of serving the needs of high net-worth individuals and organizations.
Partnering with us means you will have someone working on your behalf who is:
- An early adopter of products and solutions best suited for substantial wealth
- Continually trained on topics of specific interest, including charitable giving and business succession planning
- Able to escalate support for services and products
- A participant of exclusive events focusing on Private Wealth matters
We believe these pillars of Access, Education and Support differentiate our ability to help you accomplish your complex, multi-dimensional wealth needs.
As your needs change, so do your requirements for a wealth management team. The Sperow Daus Private Wealth Management Group of Wells Fargo Advisors provides comprehensive, top-tier service that helps you to reach your financial mountaintops.
Elevate Your Expectations
Working with us means you are entitled to receive:
A thoroughly-vetted wealth management strategy based on your needs.
Recurring check-ins and reviews to discuss your portfolio.
Service from professionals devoted to improving their skill.
Our Team
Once we learn more about your goals, we’ll pair you with team members who are best suited to serve your specific needs.
Meet Our Team
Our Advisors
With a combined 50 years in the financial services industry, Gray Daus and Dan Sperow have the expertise needed to provide comprehensive service tailored to your unique needs.
Meet Our Advisors
Working Together for Your Wellbeing
We look forward to helping you achieve your financial goals.